About Fullerton Financial Planning
For over 20 years, Fullerton Financial Planning has been dedicated to helping individuals and families across Arizona navigate their financial journeys with confidence. Founded by Stephanie and Steve Fullerton, their firm combines deep experience with a heartfelt commitment to service — ensuring every client feels understood and supported. When you work with them, you end up with more than a partner — you gain a team that cares about your future like it’s their own.
Services
Retirement Income Planning Social Security Strategy Retirement Annuities Investment Management Tax Planning Financial Planning Medicare Planning Estate Planning Lifestyle Goals Current Assets Income Planning Risk & Tax Exposure Long-Term StrategReviews
I very highly recommend Fullerton Financial Planning. I feel truly blessed to have found this company and to have Bill Drogo as our Financial Advisor. Bill is kind, professional, and cleary goes above and beyond. He spent quite a bit of time meeting with my husband and I to develop a plan for us that fits our needs and will help us fulfill our goals. Twice he stayed after hours to be sure we had all the time we needed to finish our conversations. Fullerton also provided us full estate planning services with the amazing Cindy Montana! I can't say enough about Cindy and her caring and enthusiastic approach to estate planning! Fullerton is a family-owned and oriented company. I really feel that I am the lucky one to be Fullerton's client!